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Manage Documents

Contegro's Document Manager is used to store and manage document files for use on your website. Site administrators with permissions to manage documents can create and delete document folders, upload new files, set permissions, overwrite existing files and remove documents that are no longer required.

 

Note: Document links with set member permissions display a custom pop up message if a public site user selects the document hyperlink.  The custom 'Insufficient Permissions' warning message is managed in the site settings.

 

This section explains the task of managing documents in the Document Manager:

 

1.Go to Contegro Start > Content > Files and select Documents.
Contegro Start > Content > Files > Documents

Tip: For quick access, use the Documents shortcut icon on the desktop.

 

2.To view document files, left click on an existing document folder in the folder tree.
Select document folder to view documents

3.Select a document to view its properties (Title, Description, Access Level, etc) in the Properties panel.
Select document to view properties

Key Info: If the Document Manager tickbox is enabled in the Search module, the Full Text Search (FTS) function will trawl through the document meta data (Title, Keywords and Description)  as well as the document content.  For best results, use the following as a guideline for optimising documents:
- Ensure that you concentrate on one key-phrase focus for each document  in the Document Manager. 
- Refer to the document content, the key-phrase you select should be referenced in the document at least once. 
- Keep each documents key-phrase unique!

 

4.To delete documents, select document and click the [Delete] button. Click [OK] within the dialogue to confirm deletion.
Document Delete Button

Note: Any webpages containing links to deleted documents will display a custom pop up message if a public site user selects the document hyperlink.  The custom 'Document Deleted' warning message is managed in the site settings.

 

5.To upload documents, select an existing document folder and click the [Upload] button.
Document Upload

6.Within the Document Upload dialogue, enter a title (max. 255 characters), description and keywords. Click the dotted [Browse] button to set member access permissions (if required) or leave as public to allow all site users to download and view the document. Click the [Browse] button to locate and select the document on your harddrive. Repeat as required. Click [Upload] button to upload the selected document(s).
Document Upload Dialogue

Tip: Documents Use the [Delete] button Remove Image Button to remove selected documents prior to upload.

Note: The [Browse] button will fade when you have reached the maximum amount of concurrent uploads.  To change the maximum concurrent uploads, see Site Settings.

 

7.The Document Status field in the Properties panel displays the upload status. If the '.[FileName] file size too big' or '.[FileType] not supported' error occurs during upload, please check your site settings.
Document Status

Note: Documents are saved to the \documents\_DatabaseFiles folder. 

 

 

See also

 Manage Document Folders

 Edit Document Properties

 Create document links

 Site Settings

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